Setting up conditional deal exports that only run when new deals exist

You can set up conditional deal exports that only run when new deals exist using intelligent automation that checks for fresh data before triggering exports or sending notifications.

This approach eliminates unnecessary notifications and empty file generation while ensuring stakeholders only receive relevant updates when actual new deals have been created.

Implement conditional automation with intelligent triggers using Coefficient

CoefficientHubSpot’sprovides conditional export capabilities that addresslimitation of running scheduled reports regardless of whether new data exists, often resulting in unnecessary notifications and file generation.

Unlike HubSpot’s scheduled reports that run regardless of data changes, Coefficient’s conditional logic prevents empty or redundant exports. You can create conditions like “only export when deal count > 0” or “only send alerts when new deals exist,” reducing notification fatigue while ensuring stakeholders receive relevant updates.

How to make it work

Step 1. Set up deal imports with “Create Date” filters for recent periods.

Create deal imports that filter for deals created within your desired timeframe, such as the last week or last 24 hours. This ensures your conditional logic only evaluates truly new deals rather than all existing data.

Step 2. Use conditional export features based on specific conditions.

Enable Coefficient’s conditional export functionality to only push data when specific conditions are met. Set up rules that check whether your filtered import actually contains new deals before triggering any export actions.

Step 3. Create formula-based conditions that check for new deal counts.

Build Excel formulas that count the number of new deals in your import, then reference these counts in your conditional logic. For example, use =COUNTA(A:A)-1 to count data rows and only trigger exports when this value is greater than zero.

Step 4. Set up alerts that only fire when new deals are detected.

Configure email alerts with conditional triggers that only send notifications when your deal count formulas indicate new deals exist. This prevents empty alert emails and ensures recipients only get notified about actual new business.

Step 5. Use append new data to track when fresh deals are added.

Enable the append new data feature to maintain a running log of when new deals are detected and added to your tracking. This creates an audit trail of conditional export activity and helps you verify the system is working correctly.

Eliminate unnecessary export noise

Start usingConditional deal exports with intelligent automation ensure your team only gets notified about relevant new business while eliminating the noise of empty reports and redundant notifications.smart conditional logic that respects your team’s time and attention.